• Lead enterprise workforce planning and transformation initiatives • Forecast future workforce demand, capabilities, and talent needs • Analyze the impact of AI, automation, and workflow redesign on the workforce • Identify workforce gaps, talent risks, and reskilling opportunities • Assesses jobs at risk, automation potential, and workforce implications • Define emerging roles needed for a people-led, AI-enabled organization • Develop workforce strategies aligned to enterprise priorities and future business needs • Deliver workforce insights, scenario planning, and strategic analytics for executive decision-making • Partner across People & Culture, Finance, IT, and Operations on modernization efforts • Build scalable, data-driven workforce planning and talent intelligence capabilities • Establish workforce planning frameworks, governance, and organizational readiness strategies

• Serve as a strategic finance partner to the VP & CFO and senior operational leaders • Lead the Financial Planning and Analysis team in developing annual budgets and forecasts • Direct the Labor Performance Management team in monitoring labor cost trends and staffing efficiency • Administer and optimize the Strata platform for enterprise-wide planning and reporting • Set the enterprise financial analytics strategy and operating model • Oversee Finance Reporting & Analytics and Business Intelligence teams for standardized reporting • Guide Decision Support team in delivering cost, margin, and utilization analyses

• The advanced modeling and forecasting layer: scenario, sensitivity, and lender and investor models built on top of the planning process. • The finance systems stack and the integrity of the numbers across it. • The reporting and analytics infrastructure that reaches the CFO, the sponsor, and the board. • Partner with the FP&A team and business unit leaders on the annual budget, reforecast cadence, and long-range plan, adding modeling depth and rigor to the process. • Build and own three-statement models, and go well beyond them into business and operational analytic modeling of unit economics, cohorts, pricing, and capacity, with what-if analysis on the operational levers that actually move the business. • Own scenario and sensitivity modeling as a core discipline, and build lender and investor scenario models, including covenant headroom, debt capacity, sources and uses, and returns and dilution. • Run monthly variance analysis and the business review: budget to actual, the drivers behind it, and a clear narrative for the CFO, sponsor, and board. • Provide decision support and ROI analysis on pricing, customer and product profitability, build-versus-buy, and hiring and capacity cases. • Support M&A activity, including diligence, acquisition modeling, and post-close integration, and support fundraising end to end, including investor materials and the data room through close. • Write your own reports and analyses off the data warehouse and other source data sets, using SQL or comparable reporting and analytics tools. SQL is a strong plus. • Partner with the CFO and Controller to evaluate and select a new ERP, then help lead its implementation and the migration off QuickBooks. • Administer and improve the systems the business runs on today across accounting, billing and revenue recognition, and CRM, and design better order-to-cash processes across them. • Partner with engineering as a peer to scope, prioritize, and drive the data warehouse build-out, systems integrations, and data pipelines. • Own data integrity across a fragmented systems landscape: reconcile source data from disparate platforms, enforce consistent definitions, and be the source of truth for what a number means. • Identify and lean into process improvement, replacing manual, error-prone workflows with automated, scalable ones.

• Perform actual to budget variance analysis while highlighting risks & opportunities to plan. • Lead and collaborate with key stakeholders in the annual budgeting process and quarterly forecasts • Prepare and present clear, concise financial dashboards and commentary for executive leadership and stakeholders • Drive process improvements • Build and maintain financial models and support scenario planning • Ensure the highest level of accuracy and data integrity in all reports, dashboards, and commentaries. • Partner with stakeholders across the organization to gather and validate financial and operational information supporting budgets, forecasts, and management reporting. • Support ad hoc financial analysis and reporting requests as needed.